Show Business is Back in Business!

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 10 November 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Studios struck a deal with actors and now the content engine can start back up again, but will Hollywood be tighter with its spend?. (00:11) Emily Flippen and Andy Cross discuss: SAG-AFTRA’s deal with the film and tv industry, Disney’s deal to buy the rest of Hulu, and Warner Brothers Discovery’s “generational disruption.” The Trade Desk’s warning about ad markets, and DataDog showing healthy signs in cloud spend. How Adyen is learning how to better play the expectations game. (19:02) Motley Fool Contributor Lou Whiteman spoke with Brad Jacobs, former CEO of XPO Logistics, about embracing a problem, how a short-seller targeting his company led to a great capital allocation decision, and other lessons from his book How to Make a Few Billion Dollars. (31:14) Emily and Andy break down two stocks on their radar: Axon and Gartner. Stocks discussed: DIS, WBD, TTD, DDOG, ADYEY, CPNG, XPO, LLY, IT, AXON Host: Dylan Lewis Guests: Emily Flippen, Andy Cross, Lou Whiteman, Engineers: Rick Engdahl, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Show business is back in business. Motley Full Money starts now. Everybody needs money.
0:17.0	money. That's why they call it money.
0:21.0	The best thing in a life are free, but you can give them to the prize and
0:27.0	be the team for God.
0:29.0	From Fool Global Headquarters, this is Motley Fool Money.
0:32.0	It's the Motley Full Money radio analysts Emily Flippin and Andy Cross.
0:39.0	Great to have you both here.
0:40.0	Hey Dylan.
0:41.0	Hey, good to be here.
0:42.0	We've got a rundown on some of the biggest earnings
0:43.7	moveers, the best way to deal with a short seller,
0:46.3	and of course stocks on our radar.
0:48.5	But we're going to kick things off this week,
0:50.3	looking at the entertainment business,
0:52.2	because, man, has it been a busy week in show business
0:55.4	Emily headline for me this week has to be that SAG After and the film television studios
1:00.7	appeared to reach a deal which would end the longest strike in
1:04.3	Hollywood history with the deal in place it seems like we will be back in a spot
1:08.4	where actors and now writers too are back to work. I think consumers are probably cheering this deal. It's been a
1:14.4	a little rough time for TV over the course of the past six months or so, but I
1:18.8	will say this. It's going to be interesting to see where we are a year from
1:21.7	now because many of these writers and actors
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.